HBC Financial Services’s Zillow Z Stock Holding History

HBC Financial Services’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14K	Hold	200	–	–	0.01%	109
2024 Q3	$11K	Hold	200	–	–	0.01%	117
2024 Q2	$9K	Hold	200	–	–	0.01%	118
2024 Q1	$8K	Hold	200	–	–	0.01%	116
2023 Q4	$11K	Hold	200	–	–	0.01%	109
2023 Q3	$9K	Hold	200	–	–	0.01%	117
2023 Q2	$10K	Hold	200	–	–	0.01%	110
2023 Q1	$9K	Hold	200	–	–	0.01%	135
2022 Q4	$7K	Hold	200	–	–	0.01%	123
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	129
2022 Q2	$7K	Hold	200	–	–	0.01%	135
2022 Q1	$8K	Hold	200	–	–	0.01%	127
2021 Q4	$12K	Sell	200 -20	-9%	-$1.44K	0.01%	120
2021 Q3	$20K	Buy	220 +20	+10%	+$2.02K	0.01%	96
2021 Q2	$20K	Hold	200	–	–	0.01%	107
2021 Q1	$28.3K	Hold	200	–	–	0.02%	94
2020 Q4	$28K	Hold	200	–	–	0.02%	87
2020 Q3	$21K	Hold	200	–	–	0.02%	98
2020 Q2	$12K	Hold	200	–	–	0.01%	109
2020 Q1	$6K	Hold	200	–	–	0.01%	130
2019 Q4	$9K	Buy	+200	New	+$7.45K	0.01%	139

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HBC Financial Services's Z Position: Q4 2024 in Review

HBC Financial Services held its Zillow (Z) position steady in Q4 2024 at 200 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #109.

HBC Financial Services first reported a position in Z in Q4 2019 and has held it in 21 quarters since. The position peaked at $28.3K in Q1 2021. 499 funds tracked by Wall St. Rank hold Z as of Q4 2024.

HBC Financial Services held 200 shares of Zillow worth $14K as of Q4 2024.
HBC Financial Services left its Zillow share count unchanged in Q4 2024.
Zillow made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #109 holding.
HBC Financial Services first reported a position in Zillow in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's Zillow position peaked at $28.3K in Q1 2021.
499 funds tracked by Wall St. Rank held Zillow as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.